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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,311 | $101,591-60.3% | $147,096-72.6% | $74,429-45.8% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 29.75% | 8746.45%-8716.7pp | 419.75%-390.0pp | 1368.38%-1338.6pp |
| Employer contribution / active EE | $2,092 | $3,813-45.1% | $4,936-57.6% | $2,625-20.3% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |